INSAX
Price
$24.61
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
19.02M
PMBPX
Price
$42.35
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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INSAX vs PMBPX

Header iconINSAX vs PMBPX Comparison
Open Charts INSAX vs PMBPXBanner chart's image
Catalyst Insider Buying A
Price$24.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets19.02M
Principal MidCap R5
Price$42.35
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
INSAX vs PMBPX Comparison Chart in %
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INSAX vs. PMBPX commentary
Dec 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is INSAX is a Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. INSAX (19M). PMBPX pays higher dividends than INSAX: PMBPX (0.01) vs INSAX (0.00). INSAX was incepted earlier than PMBPX: INSAX (14 years) vs PMBPX (25 years). INSAX (2.46) is less costly to investors than PMBPX (0.83). INSAX is a more actively managed with annual turnover of: 76.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than INSAX: PMBPX (0) vs INSAX (2500). INSAX annual gain was more profitable for investors over the last year : 15.05 vs. PMBPX (-4.50). PMBPX return over 5 years is better than : 20.39 vs. INSAX (3.88).
INSAXPMBPXINSAX / PMBPX
Total Expense Ratio1.530.83184%
Annual Report Gross Expense Ratio2.460.83296%
Fund Existence14 years25 years-
Gain YTD17.639-2.554-691%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets19M31.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year15.05-4.50-334%
Returns for 3 years88.2939.23225%
Returns for 5 years3.8820.3919%
Returns for 10 years75.28103.8572%
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